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Pacific Life Fund Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pacific Life Fund Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.3M Buy
852,714
+392,156
+85% +$30.4M 7.18% 4
2026
Q1 		$34.2M Sell
460,558
-180,684
-28% -$13.6M 3.93% 10
2025
Q4 		$45.8M Buy
641,242
+63,057
+11% +$4.38M 4.72% 8
2025
Q3 		$39.2M Buy
578,185
+68,558
+13% +$4.52M 4.02% 9
2025
Q2 		$32.4M Sell
509,627
-406,734
-44% -$24.9M 3.47% 9
2025
Q1 		$54M Buy
916,361
+486,505
+113% +$27.5M 6.06% 5
2024
Q4 		$22.6M Buy
429,856
+365,248
+565% +$20M 2.34% 16
2024
Q3 		$3.72M Buy
+64,608
New +$3.57M 0.37% 20
2024
Q2 		– Sell
-49,403
Closed -$2.69M – 23
2024
Q1 		$2.69M Sell
49,403
-167,906
-77% -$8.76M 0.26% 19
2023
Q4 		$11.3M Buy
+217,309
New +$10.8M 1.13% 16

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pacific Life Fund Advisors's EFV Position: Q2 2026 in Review

Pacific Life Fund Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 85% in Q2 2026, buying an estimated $30.4M and bringing the position to 852,714 shares worth $65.3M. The position accounts for 7.18% of the portfolio, ranked #4.

Pacific Life Fund Advisors first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Pacific Life Fund Advisors held 852,714 shares of iShares MSCI EAFE Value ETF worth $65.3M as of Q2 2026.
  • Pacific Life Fund Advisors bought 392,156 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $30.4M.
  • iShares MSCI EAFE Value ETF made up 7.18% of Pacific Life Fund Advisors's portfolio in Q2 2026, its #4 holding.
  • Pacific Life Fund Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Pacific Life Fund Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.